Morgan Stanley Investment Funds US Growth Fund - ZH (EUR)/ LU0360477987 /
NAV06.09.2024 | Diff.-0,5200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
98,6400EUR | -0,52% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | 0,26 | 4,44 | -3,80 | 4,24 | -0,83 | - |
2013 | 5,61 | -0,66 | 2,24 | 2,06 | 5,22 | -2,04 | 8,29 | 0,80 | 6,97 | 3,51 | 2,70 | 4,80 | +46,78% |
2014 | 0,69 | 6,80 | -7,15 | -6,10 | 5,83 | 4,14 | 0,12 | 4,06 | -2,42 | 2,43 | 1,53 | -1,99 | +7,09% |
2015 | 0,11 | 7,95 | -2,41 | 2,01 | -0,17 | -1,12 | 6,17 | -5,69 | -6,44 | 8,69 | 3,42 | -0,18 | +11,64% |
2016 | -11,86 | 0,14 | 6,31 | -0,21 | 2,39 | -1,69 | 6,97 | 0,71 | 2,30 | -2,86 | -1,66 | -2,90 | -3,65% |
2017 | 9,29 | 2,52 | 2,79 | 3,94 | 5,99 | -0,64 | 3,39 | 1,88 | -1,67 | 5,90 | 1,29 | 0,93 | +41,37% |
2018 | 9,72 | 1,46 | -4,58 | 2,73 | 6,03 | 1,52 | -1,62 | 9,30 | -0,85 | -10,91 | 0,11 | -7,98 | +2,77% |
2019 | 12,03 | 4,41 | 0,70 | 4,55 | -4,14 | 5,63 | 2,05 | -4,71 | -8,73 | 0,54 | 8,67 | -1,96 | +18,54% |
2020 | 8,05 | -4,94 | -5,25 | 20,90 | 15,43 | 11,55 | 11,17 | 6,27 | 2,94 | -4,31 | 18,05 | 2,31 | +112,91% |
2021 | 1,18 | 3,06 | -7,42 | 7,27 | -3,91 | 13,23 | -0,01 | 1,33 | -6,76 | 6,87 | 1,09 | -12,51 | +0,60% |
2022 | -25,54 | 0,50 | -2,53 | -17,45 | -22,33 | -10,88 | 13,55 | 4,73 | -12,08 | 0,34 | -6,77 | -7,25 | -62,20% |
2023 | 15,44 | -2,06 | 0,93 | -5,43 | 11,05 | 9,41 | 7,02 | -8,61 | -4,60 | -10,65 | 17,17 | 13,35 | +45,17% |
2024 | -6,07 | 11,34 | 1,03 | -8,30 | -4,36 | 6,03 | -0,30 | 6,10 | -2,83 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 28,78% | 27,71% | 29,56% | 43,71% | 39,53% |
Sharpe Ratio | -0,07 | -0,15 | 0,30 | -0,58 | -0,01 |
Bester Monat | +13,35% | +6,10% | +17,17% | +17,17% | +20,90% |
Schlechtester Monat | -8,30% | -8,30% | -10,65% | -25,54% | -25,54% |
Maximaler Verlust | -15,98% | -15,98% | -18,77% | -70,69% | -70,69% |
Outperformance | -13,10% | - | +1,12% | +102,20% | +213,21% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Morgan Stanley Investment Funds ... | thesaurierend | 31,3300 | +11,06% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 121,0300 | +12,88% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 77,4400 | +10,42% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 193,1000 | +14,87% | -47,61% | |
Morgan Stanley Investment Funds ... | thesaurierend | 98,6400 | +12,42% | -52,37% | |
MSIF US Growth IH EUR | thesaurierend | 27,6500 | +12,35% | -52,49% | |
MSIF US Growth F USD | thesaurierend | 71,0700 | +14,81% | -47,68% | |
Morgan Stanley Investment Funds ... | thesaurierend | 158,5700 | +14,01% | -48,78% | |
Morgan Stanley Investment Funds ... | thesaurierend | 88,4800 | +11,52% | -53,50% | |
MSIF US Growth AX USD | ausschüttend | 158,5700 | +14,01% | -48,78% | |
MSIF US Growth AEUR | thesaurierend | 15,7600 | +10,21% | -45,16% | |
MSIF US Growth IX GBP | ausschüttend | 146,4100 | +9,03% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 93,0800 | - | - |
Performance
lfd. Jahr | +0,99% | ||
---|---|---|---|
6 Monate | -0,28% | ||
1 Jahr | +12,42% | ||
3 Jahre | -52,37% | ||
5 Jahre | +16,02% | ||
10 Jahre | +115,84% | ||
seit Beginn | +254,69% | ||
Jahr | |||
2023 | +45,17% | ||
2022 | -62,20% | ||
2021 | +0,60% | ||
2020 | +112,91% | ||
2019 | +18,54% | ||
2018 | +2,77% | ||
2017 | +41,37% | ||
2016 | -3,65% | ||
2015 | +11,64% |